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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,109 | $95,959+86.7% | $97,411+83.9% | $138,895+29.0% |
| Participation rate | 50.0% | 81.8%-31.8pp | 80.4%-30.4pp | 79.9%-29.9pp |
| Annual return | 11.95% | 29.30%-17.3pp | 34.72%-22.8pp | 145.39%-133.4pp |
| Employer contribution / active EE | $2,396 | $4,278-44.0% | $4,210-43.1% | $4,194-42.9% |
| Participant deferral / active EE | $8,008 | $5,876+36.3% | $5,886+36.1% | $6,396+25.2% |
| Admin fee / account holder | $166,180 | $7,555+2099.5% | $7,145+2225.9% | $12,562+1222.9% |